+1,045.0%
HD vs ASX
+2,948.3%
-1,903.3%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.4% | -8.3% | -3.0% |
| 7D | +4.3% | -19.9% | +24.3% | +8.0% |
| 30D | +20.2% | -30.9% | +51.1% | +27.0% |
| 3M | -1.0% | -15.1% | +14.1% | +0.1% |
| 6M | +7.9% | -6.5% | +14.4% | +5.2% |
| YTD | +2.0% | +98.4% | -96.5% | -14.7% |
| 1Y | -4.3% | +107.9% | -112.2% | -20.8% |
| 3Y | +25.9% | +325.3% | -299.3% | -12.0% |
| 5Y | +5.8% | +447.3% | -441.5% | -31.0% |
| 10Y | +262.5% | +763.2% | -500.7% | +106.5% |
| All | +1,045.0% | +2,948.3% | -1,903.3% | +314.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ASX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling